Heritage Wealth Advisors’s Genpact G Stock Holding History

Heritage Wealth Advisors’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-385	Closed	-$17.5K	–	549
2021 Q2	$17.5K	Hold	385	–	–	﹤0.01%	424
2021 Q1	$16.5K	Hold	385	–	–	﹤0.01%	437
2020 Q4	$16K	Hold	385	–	–	﹤0.01%	427
2020 Q3	$15K	Hold	385	–	–	﹤0.01%	382
2020 Q2	$14.1K	Hold	385	–	–	﹤0.01%	362
2020 Q1	$11.2K	Hold	385	–	–	﹤0.01%	367
2019 Q4	$16.2K	Hold	385	–	–	﹤0.01%	390
2019 Q3	$14K	Hold	385	–	–	﹤0.01%	371
2019 Q2	$14.7K	Hold	385	–	–	﹤0.01%	366
2019 Q1	$13.5K	Hold	385	–	–	﹤0.01%	343
2018 Q4	$10K	Hold	385	–	–	﹤0.01%	309
2018 Q3	$11K	Buy	+385	New	+$11.7K	﹤0.01%	296

Other funds holding G

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heritage Wealth Advisors's G Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Genpact (G) in Q3 2021, closing a stake of 385 shares — an estimated $17.5K sold.

Heritage Wealth Advisors first reported a position in G in Q3 2018 and held it in 12 quarters. The position peaked at $17.5K in Q2 2021. 309 funds tracked by Wall St. Rank hold G as of Q3 2021.

Heritage Wealth Advisors reported no remaining Genpact position as of Q3 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 385 Genpact shares in Q3 2021, an estimated $17.5K.
Heritage Wealth Advisors first reported a position in Genpact in Q3 2018 and held it in 12 quarters.
Heritage Wealth Advisors's Genpact position peaked at $17.5K in Q2 2021.
309 funds tracked by Wall St. Rank held Genpact as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.